Sheila J. Zech
Baraboo,Wisconsin
Overview
24
24
years of professional experience
Work History
LENDING CLIENT COORDINATOR
Compeer Financial
Prairie du Sac, WI
05.2019 - Current
- Receipts payments and disburses funds to client in a timely manner
- Completes credit checks, prepares and sends a variety of loan/lease transactional documents to clients
- Assists financial officers in determining appropriate client products
- Calculate loan payoffs, verify loan balances and transfer funds
- Initiates ACH transactions and wire transfers
- Scans and indexes documents into archival system
- Assists sale team with follow up on delinquent accounts
- Coordinates and tracks the compilation of documents needed for loan/lease originations
- Coordinates, reviews and determines documents needed for transactions on short term transactions
- Prepares and sends a variety of loan/lease transactional documents to clients
PROJECT COORDINATOR
Intertek Testing Services
Middleton, WI
06.2010 - 05.2019
- Serve as the main point of contact and liaison between Intertek and clients
- Process orders and verifications for several different departments
- Check credit limits, payment history and past due invoices
- Issue deposit invoices, send out invoices, process credit memos and issue refunds
- Open subcontracted projects for international clients
- Process internal office transfer projects between Intertek labs
- Backup the receptionist with phones, welcoming clients and checking in samples for testing
- Manage the project backlog
- Schedule testing and inform clients of testing schedule
- Collaborate with internal departments to ensure clients have a great service experience
- Serve as the main point of contact for clients with questions on their testing process
CUSTOMER SERVICE REPRESENTATIVE
Intertek Testing Services
Middleton, WI
09.2008 - 05.2010
- Completed customer service requests including contact, company name, address and billing changes
- Set up new clients
- Maintained databases of client information and confidentiality
- Sent out specification documentation
- Coordinated quarterly inspections between clients and inspectors
- Received and reviewed quarterly inspection reports
ADMINISTRATIVE ASSISTANT
Intertek Testing Services
Middleton, WI
07.2007 - 09.2008
- Created various documents, spreadsheets, etc. utilizing Microsoft Office software
- Answered incoming phone calls and greeted customers
- Performed various general office duties; including faxing, copying, mailing and filing
- Set up conference room(s) for visitors and in-house meetings
- Ensured that office equipment is functioning in satisfactory condition
- Maintained and ordered an adequate stock of general office supplies
- Coordinated travel arrangements
Commercial Lines Assistant/Processor
Schwarz Insurance Agency
Prairie du Sac, WI
01.2003 - 03.2007
- Called customers to inform them of past due premiums
- Processed new and renewal insurance policies
- Entered and updated customer information
- Called to check if premiums were paid
- Sent out certificate of insurance
- Helped with mail and receptionist backup
Timeline
LENDING CLIENT COORDINATOR
Compeer Financial
05.2019 - Current
PROJECT COORDINATOR
Intertek Testing Services
06.2010 - 05.2019
CUSTOMER SERVICE REPRESENTATIVE
Intertek Testing Services
09.2008 - 05.2010
ADMINISTRATIVE ASSISTANT
Intertek Testing Services
07.2007 - 09.2008
Commercial Lines Assistant/Processor
Schwarz Insurance Agency
01.2003 - 03.2007